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Importing statements to Excel - using stock codes to search

Discussion in 'Software and Data' started by DJG, May 9, 2013.

  1. DJG

    DJG

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    Hi all,

    I thought I'd continue developing a nice excel spreadsheet, eventually allowing it to display a full portfolio of different assets, along with charts, ratio's etc amongst plenty more.

    Can you link up a 'feed' (don't know if that's the correct term) type service to an excel spreadsheet. I'd ideally love it if say there was a box, you could type ANZ.AX in it and it would bring up the statements for ANZ, which excel would then of course fill out the corresponding ratios automatically as programmed by myself. Once you're done, you just simply type WOW.AX and you get the Woolworths data. Sort of like it automatically searches for the information on the internet/yahoo/google/bloomberg (whatever it has to be linked to)

    Only other way I thought you could do it that way is perhaps have a database of the information on the computer which it locates the corresponding stock ticker from it. Can it do this?

    If anyone else has any other information on how to automate a spreadsheet as much as possible, that'd be awesome (besides the obvious stuff).

    Thanks,

    Dan
     
  2. DJG

    DJG

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    Also when you go to Yahoo Finance, the 'financials' section with the BS, IS and CF statements. - The BS doesn't balance or display a total equity. Is there any site's that actually have up to date, accurate and balanced information?
    Of course it could come down possibly to the 'roundings' of the numbers, but it was quite a bit off.

    Who is the best source for free statements that can be imported into excel?
     
  3. waimate01

    waimate01

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    You can import a bunch of things from Yahoo into Excel as an automatically refreshed feed (see http://www.gummy-stuff.org/Yahoo-data.htm)

    But really, I would recommend using a Google Docs spreadsheet for this sort of thing, as it provides automatic financial data as well as having some very good import facilities for scraping data from CSV and even HTML tables.

    It'll do your graphs and has a powerful macro language you can use within your sheets, or even run asynchronously when you're not logged on. I get mine to send me daily portfolio updates via email, keep daily history and charts, and SMS me when certain alert conditions occur. It's powerful and flexible and you don't even have to leave your computer switched on.
     
  4. DJG

    DJG

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    Thanks for that. - I'll take a decent look at that link.

    The Google Doc's sounds pretty awesome, especially the SMS and bunch of other add-ons. I'll probably end up either trying to sell the spreadsheet (if its worth anything) and if not, just simply give it away to anybody that might want to take a look at it. - Can Google Doc's be good for this? as easy as it would be Excel when it comes to sending/attaching it?

    Also, can you lock cells like you can in Excel, ie - if I don't want someone/or there is no need to type in a certain cell, can it be locked? Google Doc's is extremely similar to Excel I imagine?
     
  5. DJG

    DJG

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    This is an important one in regard to making the ratio's and valuation accurate. - As expected, Yahoo is rounding numbers when comparing ARB CORP's income statement (beside me) with Yahoo's results.
    Anywhere on the Internet I could get the data, that is accurate and then feed it into Excel?
     
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